Global Funds & ETFs · USA

ETFs and stocks providing access to private equity firms, business development companies (BDCs), and alternative investment strategies typically difficult for retail investors to reach.

Invesco Global Listed Private Equity ETF

PSP · Global Private Equity

ER 1.80% · YTD -9.1%

ProShares Global Listed Private Equity ETF

PEX · Global Private Equity

ER 2.95% · YTD -7.7%

VanEck BDC Income ETF

BIZD · BDC / Private Credit

ER 9.69% · YTD -3.3%

Ares Capital Corporation

ARCC · BDC (Largest)

Main Street Capital Corporation

MAIN · BDC (Internal Mgmt)

The Carlyle Group Inc.

BX · PE / Alternatives

Apollo Global Management, Inc.

APO · PE / Credit

Ares Management Corporation

ARES · PE / Credit

Commodities & Real Assets

ETFs tracking commodities — precious metals, energy, agriculture, and broad baskets. Physical-backed or futures-based.

IAU · Gold (lower fee)

abrdn Physical Platinum Shares ETF

PPLT · Platinum

ER 0.60% · YTD -3.5%

Invesco DB Commodity Index Tracking Fund

DBC · Broad Commodities

ER 0.85% · YTD 38.3%

Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF

PDBC · Broad Commodities (K-1 free)

ER 0.59% · YTD 39.0%

United States Oil Fund, LP

USO · Crude Oil

ER 0.86% · YTD 112.6%

United States Natural Gas Fund, LP

UNG · Natural Gas

ER 1.17% · YTD -12.8%

Invesco DB Agriculture Fund

DBA · Agriculture

ER 0.85% · YTD 9.5%

United States Copper Index Fund, LP

CPER · Copper

ER 0.88% · YTD 4.2%

iShares Global Timber & Forestry ETF

WOOD · Timber / Forestry

ER 0.40% · YTD -4.7%

Real Estate & REITs

ETFs investing in real estate investment trusts (REITs) — domestic, international, and sector-specific (data centres, infrastructure).

Vanguard Real Estate Index Fund ETF Shares

VNQ · US REITs

ER 0.13% · YTD 10.0%

Vanguard Global ex-U.S. Real Estate Index Fund ETF Shares

VNQI · International REITs

ER 0.12% · YTD 3.0%

iShares U.S. Real Estate ETF

IYR · US REITs

ER 0.38% · YTD 9.5%

State Street Real Estate Select Sector SPDR ETF

XLRE · S&P 500 REITs

ER 0.08% · YTD 10.8%

iShares Global REIT ETF

REET · Global REITs

ER 0.14% · YTD 10.1%

American Tower Corporation

AMT · Cell Tower REIT

Digital Realty Trust, Inc.

DLR · Data Centre REIT

Fixed Income & Bonds

ETFs spanning the bond spectrum — US Treasuries, investment-grade corporates, high-yield, EM debt, and inflation-protected securities.

Vanguard Total Bond Market Index Fund

BND · Total US Bond

ER 0.03% · YTD 17.7%

iShares Core U.S. Aggregate Bond ETF

AGG · US Aggregate

ER 0.03% · YTD 15.7%

iShares 20+ Year Treasury Bond ETF

TLT · Long Treasuries

ER 0.15% · YTD -75.4%

iShares 7-10 Year Treasury Bond ETF

IEF · Intermediate Treasuries

ER 0.15% · YTD -24.7%

iShares 1-3 Year Treasury Bond ETF

SHY · Short Treasuries

ER 0.15% · YTD 43.7%

iShares TIPS Bond ETF

TIP · Inflation-Protected

ER 0.18% · YTD 1.5%

iShares iBoxx $ Investment Grade Corporate Bond ETF

LQD · IG Corporates

ER 0.14% · YTD -23.7%

iShares iBoxx $ High Yield Corporate Bond ETF

HYG · High Yield

ER 0.49% · YTD 1.1%

State Street SPDR Bloomberg High Yield Bond ETF

JNK · High Yield

ER 0.40% · YTD 1.2%

iShares J.P. Morgan USD Emerging Markets Bond ETF

EMB · EM Sovereign Debt

ER 0.39% · YTD 66.5%

Vanguard Total International Bond Index Fund

BNDX · International Bond

ER 0.07% · YTD -16.2%

iShares National Muni Bond ETF

MUB · Municipal Bonds (Tax-Free)

ER 0.05% · YTD 84.3%

Hedging & Inverse ETFs

Inverse (reverse), short-volatility hedges and safe-haven ETFs used to hedge long equity exposure during corrections, bear markets, or risk-off regimes. Inverse ETFs rise when the underlying index falls. Leveraged (-2x / -3x) products reset daily and decay over time — use only for short-duration tactical hedges, not buy-and-hold.

ProShares Short S&P500

SH · Inverse S&P 500 (-1x)

ER 0.89% · YTD -4.0%

ProShares Short QQQ

PSQ · Inverse Nasdaq-100 (-1x)

ER 0.95% · YTD -7.2%

ProShares Short Dow30

DOG · Inverse Dow Jones (-1x)

ER 0.95% · YTD -2.3%

ProShares Short Russell2000

RWM · Inverse Russell 2000 (-1x)

ER 0.95% · YTD -11.1%